Investec Focus Radio UK
Investec Focus Radio UK features conversations between leading minds and other experts on economics, investments, business and working culture and topical issues beyond wealth.
Elections 2019: the Goldilocks scenario for business
Most businesses and investors are hoping for a strong ANC majority to make the hard decisions necessary to restore confidence in South Africa, according to a leading political commentator at a recent Investec for Intermediaries event.
Oil market update
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the oil market. - Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute…
Oil market update
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the oil market. - Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute…
Oil market update
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the oil market. - Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute…
Q1 2019: Macroeconomic data releases in a misfiring economy.
The South African first quarter was at best unremarkable, at worst poor when it came to macroeconomic data releases. Annabel Bishop, chief economist at Investec runs through the indicators that show a misfiring economy.
Oil Market Update
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the oil market. - Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute…
Q1 2019: The rand holds onto reasonable and manageable levels, despite the occasional wobble.
The rand has surprised with relative strength throughout the new year despite being bombarded with potentially negative factors both domestic and international. David Gracey, head of fixed income and currency trading at Investec, chats to Lindsay Williams about currencies, growth and all things Moody's- and Eskom-related.
Repo rate unchanged ahead of Moody's country review
The South African repo rate is set to remain flat for the year, should the country avoid a credit rating downgrade from Moody’s. global credit rating agency will deliver a country review for South Africa on Friday.
Is volatility here to stay?
Is volatility a good or bad thing for corporates and institutions? In this Investec Focus Radio podcast, David Gracey, head of Fixed Income and Currencies and his colleague in Fixed Income, Devin Naidoo, talk to financial journalist Lindsay Williams about managing risk in an increasingly uncertain world.
Oil Market Update
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the oil market. - Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute…
Oil Market update
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the oil market. - Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute…
Brexit podcast: Question 1
Due to Brexit concerns, it is known that there has been a degree of stock piling which has impacted the supply chain. It could be seen that this is supporting economic growth in the last few months. However, post Brexit this might unwind, could this then have a reverse effect?
Brexit podcast: the second meaningful vote
Lindsay Williams is joined by Investec Chief Economist Phil Shaw to discuss the fallout of last night's second "meaningful vote". Theresa May's deal was once again voted down, drawing up a number of question marks as to where the UK go from here. Please note: this podcast is provided for…
Oil Market Update
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the oil market. - Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute…
Has a downgrade already been priced in by the markets?
While he doesn't believe it's likely, it's not all bad news if a downgrade happens, says Chris Holdsworth, investment strategist at Investec Wealth & Investment. He points out that, historically downgrades have proven to be a buying opportunity as markets tend to price in the downgrade in advance, while the…
Oil Market Update
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the oil market. - Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute…
Oil Market Update
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the oil market. - Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute…
Budget 2019: Tricky conversations but no personal tax hikes
Tito’s maiden Budget may be enough to stave off a credit negative response from Moody's but the risk remains that the agency may still downgrade SA's outlook from stable to negative later this year, albeit not the rating.
Tito’s balancing act: National debt vs Eskom’s debt
Low growth of the economy, Eskom financial troubles and budget deficit are likely to top finance minister Tito Mboweni’s list when he delivers his budget speech on 20 February.
Budget: Tough decisions in an election year
Belt tightening expected from finance minister Tito Mboweni when he delivers his budget speech, with elections around the corner and Moody’s flagging Eskom’s risks as credit negative.